> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Calendar

> Schedule, manage, and coordinate meetings across your client companies

The Calendar module helps MSPs schedule and manage client meetings, including Quarterly Business Reviews (QBRs), strategy sessions, and regular check-ins. View meetings across all companies or filter by specific clients.

<Frame>
  <img src="https://mintcdn.com/msportal/v-N4GzlCebQ-0Fo4/images/calendar/calendar-overview.png?fit=max&auto=format&n=v-N4GzlCebQ-0Fo4&q=85&s=19ed225569381af7016337b0190afeb7" alt="Calendar Overview" width="2400" height="1203" data-path="images/calendar/calendar-overview.png" />
</Frame>

## Navigating the Calendar

The calendar displays meetings in a monthly view by default. Each meeting shows:

* **Meeting title** - The name of the meeting (e.g., "QBR" for Quarterly Business Reviews)
* **Company name** - Which client the meeting is associated with
* **Color coding** - Visual distinction between different meeting types

### Viewing Options

Use the **Global View** dropdown at the top to:

* View meetings across all companies
* Filter to a specific company's meetings
* See only your assigned meetings

### Quick Preview

Click any meeting on the calendar to see a preview dialog:

<Frame>
  <img src="https://mintcdn.com/msportal/v-N4GzlCebQ-0Fo4/images/calendar/meeting-preview-dialog.png?fit=max&auto=format&n=v-N4GzlCebQ-0Fo4&q=85&s=611ab19bc61b43910baa1db3321fe38f" alt="Meeting Preview Dialog" width="2400" height="1203" data-path="images/calendar/meeting-preview-dialog.png" />
</Frame>

The preview shows:

* **Date and time** - When the meeting is scheduled
* **Location** - Where the meeting takes place (physical address or virtual link)
* **Attendees** - Who's invited to the meeting
* **Notes** - Any meeting notes or preparation materials

Click **Open Meeting Page** to access the full meeting details and management features.

## Creating a Meeting

To create a new meeting:

1. Click the **+ New Meeting** button in the top-right corner
2. Fill in the meeting details:
   * **Title** - Name of the meeting
   * **Company** - Which client this meeting is for
   * **Meeting Type** - QBR, Strategy Session, Check-in, etc.
   * **Date and Time** - When the meeting occurs
   * **Location** - Physical address or video call link
   * **Attendees** - Invite participants from the company
3. Add any initial notes or agenda items
4. Click **Save** to create the meeting

## Meeting Types

MSPortal supports various meeting types:

| Type           | Description                                               |
| -------------- | --------------------------------------------------------- |
| **QBR**        | Quarterly Business Reviews - comprehensive client reviews |
| **Strategy**   | Strategic planning and roadmap discussions                |
| **Check-in**   | Regular status updates and relationship touchpoints       |
| **Onboarding** | New client onboarding sessions                            |
| **Training**   | Client training and education sessions                    |
| **Custom**     | Any other meeting type you define                         |

## Next Steps

<CardGroup cols={3}>
  <Card title="Meeting Pages" icon="file-lines" href="/user-guides/calendar/meetings">
    Learn how to manage meeting details, attendees, and agendas
  </Card>

  <Card title="Presenting" icon="presentation-screen" href="/user-guides/calendar/presenting">
    Present meeting content professionally to clients
  </Card>

  <Card title="Meeting Summaries" icon="envelope" href="/user-guides/calendar/meeting-summaries">
    Generate and send AI-powered meeting summaries
  </Card>
</CardGroup>